Equities

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What a week! From Warsh's confirmation to Trump's China trip. This is what it means for advisors
EQUITIES MAY 15, 2026
What a week! From Warsh's confirmation to Trump's China trip. This is what it means for advisors

President Donald Trump’s trip to China came after years of trade tensions between the two countries.

By James Rogers
AI frenzy masks fragile market foundations as macro cracks widen
EQUITIES MAY 15, 2026
AI frenzy masks fragile market foundations as macro cracks widen

Global equities post gains, but a handful of AI stocks are doing the heavy lifting.

By Steve Randall
Cerebras IPO explodes onto Nasdaq as AI chip frenzy mints billionaires, but is SpaceX next?
EQUITIES MAY 14, 2026
Cerebras IPO explodes onto Nasdaq as AI chip frenzy mints billionaires, but is SpaceX next?

Silicon Valley's blockbuster $5.55 billion debut signals a coming wave of AI listings — and South Korea is riding the same wave.

By Steve Randall
WallStreetBets takes on the SEC — and makes a surprisingly sharp case
EQUITIES MAY 14, 2026
WallStreetBets takes on the SEC — and makes a surprisingly sharp case

The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.

By Leo Almazora
Has Warsh just been given a poisoned chalice?
EQUITIES MAY 13, 2026
Has Warsh just been given a poisoned chalice?

Balance sheet risk and sticky inflation rewrite the rate-cut playbook for RIAs.

By Matthew Sellers
PPI data comes in much hotter than expected. This is what the inflation spike means for advisors
EQUITIES MAY 13, 2026
PPI data comes in much hotter than expected. This is what the inflation spike means for advisors

The spike in the latest PPI data was the largest 12-month increase since December 2022.

By James Rogers
Advisors can bask in the glow of ‘remarkable’ and ‘extraordinary’ corporate earnings: Goldman Sachs
EQUITIES MAY 12, 2026
Advisors can bask in the glow of ‘remarkable’ and ‘extraordinary’ corporate earnings: Goldman Sachs

“Our corporations are in a great position and that feeds the economy,” said Lindsay Rosner, head of multi-sector investing at Goldman Sachs.

By James Rogers
The latest CPI data came in pretty hot. This is what it means for advisors
EQUITIES MAY 12, 2026
The latest CPI data came in pretty hot. This is what it means for advisors

CPI, an important measure for inflation, increased 3.8% over the last 12 months.

By James Rogers
Kevin Warsh is expected to be confirmed as Fed Chair this week. This is what it means for advisors
EQUITIES MAY 11, 2026
Kevin Warsh is expected to be confirmed as Fed Chair this week. This is what it means for advisors

Former Fed Governor Kevin Warsh has been nominated by President Donald Trump to succeed Jerome Powell as Fed Chair.

By James Rogers
Another week, another geopolitical tightrope as Trump rejects Iran’s reply to peace plan
EQUITIES MAY 11, 2026
Another week, another geopolitical tightrope as Trump rejects Iran’s reply to peace plan

Oil market along with inflation concerns remain escalated as tension remains.

By Steve Randall
Jobs data comes in strong, crushing estimates. This is what it means for advisors
EQUITIES MAY 08, 2026
Jobs data comes in strong, crushing estimates. This is what it means for advisors

“The economy is so much better than what the doom crew has been saying," said Chris Zaccarelli, chief investment officer for Northlight Asset Management.

By James Rogers
The young generation of investors were kids during the 2008 financial crisis. And that’s shaping their risk appetite, says BNY
EQUITIES MAY 06, 2026
The young generation of investors were kids during the 2008 financial crisis. And that’s shaping their risk appetite, says BNY

From the great recession to the housing bubble, the events of the global financial crisis will live long in the memory for anyone who experienced them firsthand.

By James Rogers
Advisors see stars in SpaceX IPO after successful Artemis splashdown: Westwood CIO
EQUITIES MAY 04, 2026
Advisors see stars in SpaceX IPO after successful Artemis splashdown: Westwood CIO

“Wait till the splashdown of SpaceX in the public markets," said Adrian Helfert of Westwood Holdings Group.

By James Rogers
Trump’s Hormuz plan leaves shipping firms guessing as markets waver
EQUITIES MAY 04, 2026
Trump’s Hormuz plan leaves shipping firms guessing as markets waver

Stocks mixed as investors weigh Middle East risks and unclear US rescue strategy.

By Steve Randall
Apple emerges as Magnificent 7 outlier as earnings highlight AI discipline
EQUITIES MAY 01, 2026
Apple emerges as Magnificent 7 outlier as earnings highlight AI discipline

The firm’s latest results reflect strong product-based business with limited exposure to AI investment.

By Steve Randall
Microsoft, Meta, Alphabet, Amazon, report earnings: Should investors be concerned?
EQUITIES APR 29, 2026
Microsoft, Meta, Alphabet, Amazon, report earnings: Should investors be concerned?

Strong Magnificent 7 earnings growth hides heavy AI spending, volatile gains, and uneven cash flow trends.

By Steve Randall
As SpaceX eyes $2 trillion IPO, advisors weigh opportunity against “astronomical” valuations
EQUITIES APR 29, 2026
As SpaceX eyes $2 trillion IPO, advisors weigh opportunity against “astronomical” valuations

As advisors field client demand for pre-IPO exposure to Elon Musk’s rocket company, some say the company is “priced to perfection,” while others warn its $15 billion in revenue does not justify a $2 trillion valuation.

By Andrew Cohen
Stocks retreat from highs as AI doubts, oil risks and Fed loom over markets
EQUITIES APR 28, 2026
Stocks retreat from highs as AI doubts, oil risks and Fed loom over markets

Investors eye AI spending returns and Powell’s final meeting outcome this week.

By Steve Randall
Private firms double down on AI to drive returns and efficiency gains, report finds
EQUITIES APR 28, 2026
Private firms double down on AI to drive returns and efficiency gains, report finds

Larger companies lead in AI ROI as firms shift spending to scalable digital strategies

By Steve Randall
Advisors not buying Dalio's stagflation argument. Nor are they ignoring the threat.
EQUITIES APR 28, 2026
Advisors not buying Dalio's stagflation argument. Nor are they ignoring the threat.

Famed fund manager Ray Dalio made his case for stagflation on CNBC on Monday. But not all wealth managers agree with the market guru.

By Gregg Greenberg